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Home›US Markets›M&A & Deals›JPMorgan, Schwab and UBS manage at least $858 million…

JPMorgan, Schwab and UBS manage at least $858 million tied to Trump

A CNBC analysis says the managed accounts span firms including JPMorgan, Charles Schwab and UBS, with Stephens Inc. also listed among the managers.

Reported · Written up by our desk · M&A & Deals

JPMorgan, Charles Schwab, UBS and Stephens Inc. are among the financial institutions that have managed accounts tied to former President Donald Trump, according to a CNBC analysis.

The analysis focuses on managed portfolios worth at least $858 million, suggesting Trump holds positions large enough to attract multiple major wealth managers.

CNBC Markets said the firms manage millions as part of Trump’s investment portfolio, pointing to how large portfolios can be split across several institutions.

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US MarketsFinancial firms have managed accounts tied to Trump's $858 million portfolio

Sources

CNBC MarketsJPMorgan, Schwab and UBS manage millions in Trump's $858 million investment portfolio

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